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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


October 2019
06: Durum Comments
08: Spring Wheat Comments
10: Canola Observation
10: Observations (Durum, India, Spring Wheat)
12: Oct1219: Soybean Thoughts
16: Market Behavior, Durum, Spr Wht, Oats, Pulses
18: Heres the Thing with Wheat
18: Canola 1-Pager


September 2019
02: Prairie Harvest Prospects
04: Pulses - Not Overthinking it
08: Select Canada Supply Demands
09: Most Important Short Term Fundamental is This
09: Question Answer, Durum, Barley, Canola, Crop Observations
12: Highlights Stat Can Report
13: Day After USDA Report
13: Spring Wheat Comment
14: W Cdn Crop Talk (with canola guidance)
15: Canada Supply Demand (Canola, Flax, Peas, Lentils)
16: Biodiesel (and canola)
16: Canada Durum Quality Thoughts and Comments
17: Price Q and A (Pea, Lentil, Fd Barley, Durum, Canary)
18: Red Lentil Thoughts and Outlook
18: Durum Marketing Thoughts and Outlook
19: North America Weather Comment
20: Domestic Feed Grains Searching For a Low
22: Managing Marketing of Quality Outcomes
24: Cereal Comments
26: Wheat, Durum, Canola Comment
28: Spring Wheat Comments
30: Comments


August 2019
05: Morning Thought
07: Macro Thoughts
09: Morning Thoughts
11: Marketing Choices - An Example
13: USDA Report After-Thought
14: CAD Comment
14: Durum Update
15: More Macro Stuff
20: Crop Comments
22: Notes: Durum Barley
23: Notes - Peas, Politics, Canola
24: Politics the New World
25: Wheat Notes
27: Saudi buys Feed Barley - Comments
28: Highlight Comments Stat Can Production Report


July 2019
04: July 0419: Select Supply Demand Part 1 - Backgrounder
04: July 0419: Urea Preliminary
05: July 0519: Canada Canola and Flax Supply Demand
05: July 0519: Canada Wheat and Durum Supply Demand
05: July 0519: Pulse Acreage By Color
07: July 0719: Pea and Lentil Supply Demand
10: July 1019: W Can Quality Prospects
11: July 1119: Domestic Barley
11: July 1119: Aerial View of Today’s USDA Report
12: July 1219: Urea Risk Reward View
16: July 1619: Pulse Thoughts
18: July 1819: Oats Update
20: July 2019: Canola Update
23: July 2319: Western Canada Crop Spin
24: July 2419: Marketing Spin Part 1 of 2 (Assumptions, Pulses)
24: July 2419: Marketing Spin - Oilseeds
26: July 2619: Marketing Spin (Grains - Durum)
26: July 2619: Yellow Pea Price Starting to Slump
29: July 2919: Marketing Spin - Spring Wheat
31: July 3119: Morning Big-Pciture Thought
31: July 3119: Feed Barley Update









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